SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Sweet Ol who wrote (9261)4/18/2020 6:38:13 PM
From: Kirk ©  Respond to of 26767
 
Two replies and two different answers.

Booth good.

I should probably run that poll again about where we are in the cycle. Clearly a lot believe we're past the bottom but quite a few think we'll go lower or at least test the low, both of which mean we are not on the upturn yet... maybe the despair/bottom point.

Thanks.

Kirk



To: Sweet Ol who wrote (9261)4/18/2020 6:38:56 PM
From: robert b furman  Read Replies (1) | Respond to of 26767
 
Hi Sweet OL,

I hope you are wrong.

QE has always found its way to the equity markets.

We've got BAZOOKA QE now!

If inflation does pop up, bonds will become the greatest value trap ever seen in America.

That's why I think we're seeing the fed buying up all the bonds. Once in their possession they'll hold till maturity.

Makes sense it'll be the cheapest money ever seen. Of course they are the only entity that can afford that size of a purchase.

It marks the change of a multi decade trend of lowering rates!

Equities will now ride the wave of inflation.

Only corporations with the ability of pricing power will be able to keep up with the inflation. I'm not sure but if the money thrown at it doesn't lead to inflation, nothing will!

I suspect it will!

Bob